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CIK: 0001540235
Total reported value
$171.1B
$171.1B
2845 檔
17.7%
As reported in its official Q1 2024 Form 13F filing, Creative Planning's tracked investment portfolio stood at $171.1B with 2845 total positions.
During Q1 2024, Creative Planning's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IVV, VEA, BND) accounted for 17.7% of total reported equity market value during Q1 2024.
Showing top 200 holdings (of 2845 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.01% | +0.13% | +2.45% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.41% | -0.36% | +5.37% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 6.10% | -0.45% | +23.96% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.08% | +0.15% | -2.36% | |
| 5 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 3.91% | +0.12% | +6.29% | |
| 6 | VV | Vanguard Large-cap ETF | ETF-Other | 3.41% | -0.07% | -1.27% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.28% | -0.08% | -1.07% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.13% | -0.02% | -7.33% | |
| 9 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.11% | +0.11% | -1.23% | |
| 10 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.09% | -0.17% | +3.05% | |
| 11 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.95% | -0.03% | -1.73% | |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.88% | +0.07% | +3.94% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.75% | -0.01% | -1.39% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.73% | +0.01% | +1.72% | |
| 15 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.71% | -0.07% | -2.89% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-Other | 1.42% | -0.10% | +11.15% | |
| 17 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.39% | -0.12% | +0.20% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.37% | -0.15% | +0.68% | |
| 19 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.32% | -0.10% | -2.15% | |
| 20 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 1.30% | -0.02% | -29.54% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.25% | -0.09% | +0.32% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.12% | -0.06% | +1.97% | |
| 23 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.07% | — | +22.89% | |
| 24 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.02% | -0.09% | +27.17% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.00% | -0.05% | -6.57% | |
| 26 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.98% | -0.04% | -3.71% | |
| 27 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.94% | -0.04% | -1.86% | |
| 28 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.91% | +0.01% | -1.28% | |
| 29 | DFAT | Dimensional US Target Value | ETF-Other | 0.83% | -0.03% | +0.41% | |
| 30 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.74% | +0.07% | +0.24% | |
| 31 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.65% | -0.04% | -5.88% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.65% | — | +12.47% | |
| 33 | SCHH | Schwab US Reit ETF | ETF-Other | 0.64% | -0.03% | -2.98% | |
| 34 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.64% | -0.06% | +19.38% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.57% | +0.04% | +6.11% | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.56% | +0.12% | -0.56% | |
| 37 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.55% | +0.07% | +9.48% | |
| 38 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.50% | -0.04% | -2.35% | |
| 39 | VB | Vanguard Small-cap ETF | ETF-Other | 0.46% | — | -1.73% | |
| 40 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.41% | -0.07% | +8.27% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.36% | -0.03% | +3.26% | |
| 42 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.36% | -0.03% | -1.92% | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.35% | — | +389.35% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.28% | +0.04% | -0.71% | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.28% | +0.09% | +8.70% | |
| 46 | SUB | Ishares Short-term National | ETF-Other | 0.28% | -0.03% | +10.30% | |
| 47 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.28% | — | -3.45% | |
| 48 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.26% | -0.03% | -1.13% | |
| 49 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.25% | -0.02% | -4.91% | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.24% | +0.04% | -1.93% |
According to official SEC Form 13F filings, Creative Planning reported a total U.S. public equity portfolio value of $171.1B across 2845 disclosed positions in Q1 2024.
During Q1 2024, Creative Planning's top holdings by market value included IVV (12.0%)、VEA (7.4%)、BND (6.1%). The largest single position, IVV, represented 12.0% of total portfolio value.
In Q1 2024, Creative Planning made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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